Sarissa Capital Management’s Mersana Therapeutics MRSN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-22,000	Closed	-$699K	–	11
2023 Q3	$699K	Sell	22,000 -83,316	-79%	-$3.96M	0.09%	10
2023 Q2	$8.66M	Sell	105,316 -46,684	-31%	-$6.83M	0.86%	7
2023 Q1	$15.6M	Sell	152,000 -7,880	-5%	-$1.11M	2%	6
2022 Q4	$23.4M	Hold	159,880	–	–	2.79%	6
2022 Q3	$27M	Sell	159,880 -12,092	-7%	-$1.97M	3.05%	6
2022 Q2	$19.9M	Hold	171,972	–	–	2%	7
2022 Q1	$17.2M	Hold	171,972	–	–	1.62%	8
2021 Q4	$26.7M	Hold	171,972	–	–	2.31%	8
2021 Q3	$40.5M	Buy	171,972 +11,748	+7%	+$3.43M	3.18%	8
2021 Q2	$54.4M	Hold	160,224	–	–	4.33%	8
2021 Q1	$64.8M	Buy	160,224 +43,144	+37%	+$20.9M	6.21%	8
2020 Q4	$77.9M	Buy	117,080 +3,600	+3%	+$2M	7.95%	7
2020 Q3	$52.8M	Buy	113,480 +10,680	+10%	+$5.4M	6.22%	7
2020 Q2	$60.1M	Sell	102,800 -47,200	-31%	-$16.1M	6.69%	7
2020 Q1	$21.9M	Hold	150,000	–	–	2.79%	8
2019 Q4	$21.5M	Hold	150,000	–	–	1.78%	10
2019 Q3	$5.92M	Hold	150,000	–	–	0.74%	9
2019 Q2	$15.2M	Hold	150,000	–	–	1.89%	9
2019 Q1	$19.7M	Buy	+150,000	New	+$18.9M	2.97%	8

Other funds holding MRSN